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Checking Account Referrals

Credit Unions

Banks

Finance Companies

Auto Dealers

Utilities

Studies show that referred accounts maintain higher balances, stay longer and have a higher lifetime value. With our checking account referral solution, financial institutions see an average of 30% of their openings coming from the referral program - offering both referred and referring consumers points towards rewards when new accounts are opened.

Streamline and simplify the referral process while enjoying comprehensive reporting features and ongoing training focused on account growth and relationships.

Account Acquisition Solutions

Drive new account openings and receive assistance with onboarding and account activation.